Need content from your HQ team -- a social media campaign, event promo, or seasonal post? Content requests let you tell HQ exactly what you need, when you need it, and which locations it's for. This guide walks you through creating and submitting a request.
Before you start
You must be assigned to at least one account (location) in your organization to create content requests. If you see an "Access Denied" message, ask your admin to assign you to one or more accounts.
Overview
Creating a content request is a 3-step process:
Basic Information -- title, description, category, priority, and timeline
Accounts & Attachments -- which locations the content is for, plus any supporting files
Review & Submit -- confirm everything and send it to HQ
A progress bar at the top of the page shows which step you're on. You can move back and forth between steps without losing your work.
Step 1: Basic Information
Navigate to Requests in the sidebar, then click New Request (or go to your Sent requests and start from there).
Title
Give your request a short, descriptive title -- for example, "Holiday Social Media Campaign" or "Spring Sale Promo Post." The title is required and can be up to 200 characters.
Description
Describe what content you need in detail. Include things like:
Key messages or talking points
Target audience
Specific requirements or brand guidelines
Tone or style preferences
The description must be at least 20 characters. The more detail you provide, the easier it is for HQ to deliver exactly what you need.
Category
Choose a Category to help HQ organize and prioritize requests. Pick from the built-in options:
Seasonal/Holiday
Product Launch
Event Promotion
General Content
Brand Awareness
Local Marketing
If none of those fit, select Other and type in a custom category name.
Priority
Set the Priority level for your request:
Urgent -- needs immediate attention
Normal -- standard timeline (this is the default)
Low -- when time permits
Timeline
Choose how the content should be scheduled:
One-time -- a single piece of content. You can optionally set a Due Date to let HQ know when you need it by. If there's no specific deadline, leave it blank.
Date Range -- content needed for a specific period, like a week-long promotion or a month-long campaign. You'll set both a Start Date and an End Date. The range can be up to 365 days.
Once you've filled in the required fields (title and description), click Continue to move to Step 2.
Step 2: Target Accounts & Attachments
Selecting target accounts
Choose which locations (accounts) this content request applies to. You must select at least one account.
Check the box next to each account you want to include.
Use Select All to select every account at once, or Clear to deselect all.
If your organization uses tags to group accounts (e.g., by region or brand), you can use the tag filter to narrow down the list. Filter by one or more tags, and choose whether accounts must match any or all selected tags.
Each account card shows the account name, location (if available), and any tags assigned to it. Accounts that require approval are marked with a "Requires Approval" badge.
A counter below the list shows how many accounts you've selected out of the total.
Adding attachments (optional)
Below the account selector, you'll find the Attachments section. Attachments help HQ understand your request -- you can include reference images, brand assets, links to inspiration, or supporting documents.
There are four types of attachments, organized into tabs:
Media
Upload images or videos directly from your device.
Click Upload Images/Videos and select one or more files.
Supported formats: any image or video file.
Size limits: images up to 50 MB, videos up to 200 MB.
Uploaded files appear as thumbnail previews. Hover over a thumbnail and click the X to remove it.
Library
Browse your organization's shared asset library and attach existing assets.
Click Browse Library to open the asset picker.
Select one or more assets and confirm your selection.
Library assets appear as thumbnail previews, just like uploaded media.
Links
Add links to external resources -- for example, a competitor's post you'd like to reference, a Google Doc with copy, or a mood board.
Paste a URL into the text field and click Add (or press Enter).
Links must start with
http://orhttps://.Each link appears in a list. Click the X next to a link to remove it.
Docs
Upload supporting documents like PDFs, Word files, Excel spreadsheets, or plain text files.
Click Upload Documents and select one or more files.
Accepted formats: PDF, DOC, DOCX, XLS, XLSX, TXT.
Size limit: 50 MB per file.
Documents appear in a list by filename. Click the X to remove one.
You can add up to 50 total attachments across all four types. A counter in the top-right corner of the Attachments card shows your current total.
When you're ready, click Continue to move to Step 3.
Step 3: Review & Submit
The review page shows a summary of everything you entered. Check it over before submitting.
What you'll see
Basic Information -- your title, description, category, priority, and timeline.
Target Accounts -- a list of every account you selected, shown as badges.
Attachments -- a count of each attachment type (uploaded media, library assets, external links, documents).
Each section has an Edit button that takes you back to the relevant step so you can make changes. Your data is preserved when you navigate between steps.
Submitting your request
When everything looks good, click Submit Request. Once submitted:
HQ is notified about your new request.
You'll be redirected to the request detail page where you can track its progress.
You'll receive notifications as HQ works on your request.
Saving as a draft
You don't have to finish your request in one sitting. Rool automatically saves your progress as you work, and you can also save manually at any time.
Auto-save -- your form data is saved automatically as you type. Look for the save indicator in the top-right corner of the page (it shows "Saving...", "Saved", or the last save time).
Save Draft -- click the Save Draft button on any step to explicitly save your current progress to the server. You'll see a confirmation when the draft is saved.
Draft requests are not visible to HQ until you submit them. You can return to your drafts later to pick up where you left off.
Tips for better requests
Be specific in your description. Instead of "need a post," try "Need an Instagram post promoting our March 15 grand opening event. Should emphasize free samples and live music."
Set a realistic priority. Reserve "Urgent" for time-sensitive needs so HQ can plan their workload effectively.
Use the timeline. Even if it's not required, a due date helps HQ prioritize your request against others.
Attach reference material. A picture (or a link) is worth a thousand words. If you have examples of what you're looking for, include them.
Select only the accounts that need the content. This helps HQ tailor the content appropriately rather than creating something overly generic.